End of Day
The following describes how to manually initiate End of Day (EOD) and launch a workflow that performs the functions required to close the business day.
EOD Workflow
The following functions are performed as part of the standard EOD workflow:
Function | Description |
|---|---|
EOD Timecheck | Check if the time of day is within the allowable time range to run EOD. Manager Approval is required to override the TimeCheck run EOD outside of this time range. |
Employee Drawers | Check that all employee drawers for the current business date are Closed and Counted. A list of drawers not yet counted is displayed. The manager selects a drawer from the list and then selects Count Now to perform a Drawer Count. |
Deposit | Check that all drawers are added to a deposit. If any drawers not yet added to a deposit are found, the Deposit Wizard opens, enabling the manager to add the drawers to a new or existing deposit. |
Inventory | Provide a Count Sheet and prompt the manager to perform a physical inventory count, either daily or weekly, based on the period. The manager must enter a physical count for every measure of every item on the count sheet. |
Employees on the Clock | Displays a list of employees who are currently on the clock. The manager references this list to determine if any employees are Clocked In who need to Clock Out. |
Reports | Generate any reports that need to be printed |
Automated EOD
Automated EOD runs on the Back Office thirty (30) minutes after the defined time range for the standard EOD Workflow has passed. For example, if the time range to run the standard EOD is 3:05 PM - 6:30 PM, then Automated EOD runs at 7:00 PM.
The POS performs an automated EOD on each register at 3:00 PM. The following actions are taken on each register:
The current cash drawer is Closed.
The cash drawer is marked as Counted for the System Expected dollar amount.
The business date is advanced to the next calendar day. All orders tendered at the POS are associated with the business date that is set for the POS terminal where they are tendered.
(Optional) A drawer slip is automatically printed and the physical cash drawer pops open.
The Back Office continues to operate on the current business date until the scheduled Automated EOD runs. This ensures operations such as Deposits and Inventory are associated with the correct business date.
Additional Notes
Credit card batch settlement is configured to run automatically at 3:00 PM.
Polling runs during Automated EOD at 7 PM.
It is recommended to logoff the POS and Back of House daily and to reboot the machines once a week. This can be configured to occur automatically during non-business hours.
The logon process is used to drive software upgrades, data purges, and to finalize system maintenance.